Designing Detail Form
Detail forms open as separate windows in Unifier, where users enter or modify information, such as line item details for some business processes, new plan information for planning items, new activity information for schedules, or a new item for a manager attribute form. The fields on the detail form, and the information the users enter, are then displayed on a line item list at the bottom of the form, or other area of the Unifier interface, such as a planning item log or a schedule.
After a detail form is in use, you cannot delete it. You can add elements to the form in uDesigner, but you cannot delete the original elements, nor can you hide them.
At run time, the detail form creates a tab at the bottom of the form that contains a line item list.
uDesigner automatically creates one blank "standard" detail form whenever you start these types of business processes. You will need to design this detail form (see Starting a Standard Detail Form). To this standard detail form, you can add a line item list (see Adding an Item Log to a Detail Form).
Note: You cannot delete this Standard detail form, nor its line item list.
For Base Commits and Change Commits BP of Summary Payment Applications type, the Data Elements (DEs) for the following are not available to be included in the Standard detail tab:
- Cost Code/Code Name,
- Commit Line Item Picker
- Work Package picker
- Standard elements of CBS type BP, for example, CBS_cost_type and CBS_cost_attribute.
In This Section
Adding an Item Log to a Detail Form
Organizing Data with Multiple Tabs
Starting a Standard Detail Form
Starting Detail Forms for Multiple Tabs
Mapping Line Items from References during BP Creator Auto-Creation
Creating Query-based Tabs and Summary Elements
Adding a Grid Summary to a Detail Form
Last Published Monday, June 3, 2024